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Close Asset Management – Close Discretionary Funds: Close Managed Balanced

Close Asset Management – Close Discretionary Funds: Close Managed Balanced

Type: Unit trust fund of funds

Aim: Growth by investing in UK equities, bonds, money market instruments, emerging market equities and alternative asset classes including commodities, infrastructure and property through a portfolio of investment funds and exchange traded funds managed to a balanced risk profile

Minimum investment: Lump sum £1,000

Investment split: 100% in UK equities, bonds, money market instruments, emerging market equities and alternative asset classes

Isa eligible: Yes

Charges: Initial 5%, annual 1.1% plus 0.15% admin fee

Commission: Agreed between adviser and client

Tel: 020 7426 4074

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